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How To Manage Clients Fee Tables

You can set up fee tables for clients so that whenever they place an order, the fee your company will charge, is automatically populated into the system. To Manage Fee Tables, follow the steps below: 

 

1. Click on Admin at the top of the Dashboard. 

ValueLink Home orders AVM Insights Accounts Admin Appraisal (1124) Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Active Revisions 172 5) Pending Payment 112 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics Rush Orders 81 0 0 o O Create New Order • Cancelled Activities Active Late Followup 33 Search BPO (0) Due Today Category Client Vendor Reviewer No orders were created during this time span 143 27 22 19 19 18 18 14 0 Past Due Date 846 @ Order Comments Order 648 428 384 Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

2. Click on Clients on the left side menu to access the Manage Clients screen. 

Click on the client name or use the search filters to locate the client whose fee table needs to be updated. 

 

3. On the client’s profile, click on Actions to display the menu and then on Manage State Fee Table. 

Company Satings Clients Vendors Wholesale Len&rs Investors Users & Permissions Paymelt Gateways Email Alerts Automat«i Alerts SMARTASSISE Order Desk Automation MANAGE CLIENT INFORMATION: ABC BANK Client Details Client Name Client Display Name Client Type City Zip Code Email Primary Contact Name Primary Contact Email Secondary Contact Name Secondary Contact Email Billing Details Allowed Billing Methods Preferred Billing Method ABC Bank N/A 123 Broker Houston 77054 Invoice, Credit Card Credit Card Use display name on invoice Alt. Phone Primary Contact Phone Secondary Contact Phone Lender is always different Allowed Credit Card Options Prompt for Pre-payment? False N/A N/A N/A N/A False Upload False Actions Edit Client Details Set Engagement Instructions Manage Products Manage Wholesale Lenders Manage Email Alerts Manage State Fee Table Manage County Fee Table Set UCDP Credentials Set EAD Credentials Set Client Order Instructions Set EPC Fields Mapping Report Delivery Options View Client Event Log Delete Client Import Invoice Approvers

 

4. You can select a particular state or All States in the drop-down menu to set a fee amount for a particular appraisal type for that region. 

MANAGE PRODUCT FEES FOR ABCD LENDER State All States All States Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana 1004 Full URAR 1 unit property int/ext Order Type Group Order Type Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Order Type Client Fee = Actions Turn Time Fee set? FALSE FALSE FALSE FALSE FALSE FALSE FALSE FALSE Vendor Fee

Repeat the procedure for any number of states for this client. 

 

5. When done, click the client’s name on the top menu to return to their profile. 

MANAGE PRODUCT FEES FO State All States Product 1004 Conventional 1004 Fannie Mae Renovation 1004 FHA 1004 FHA 203B FHA 203K 1004 FHA 203K (As-is) ABCD LENDER Order Type Group Order Type Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Order Type Client Fee = Actions Turn Time Fee set? FALSE FALSE FALSE FALSE FALSE FALSE Vendor Fee

Note: The appraisal fee from the fee table can be overridden from the order details screen. 

 

6. To manage county fee table, On the client’s profile, click on Actions to display the menu and then on Manage County Fee Table. 

Company Satings Clients Vendors Wholesale Len&rs Investors Users & Permissions Paymelt Gateways Email Alerts Automat«i Alerts SMARTASSISE Order Desk Automation MANAGE CLIENT INFORMATION: ABC BANK Client Details Client Name Client Display Name Client Type City Zip Code Email Primary Contact Name Primary Contact Email Secondary Contact Name Secondary Contact Email Billing Details Allowed Billing Methods Preferred Billing Method ABC Bank N/A 123 Broker Houston 77054 Invoice, Credit Card Credit Card Use display name on invoice Alt. Phone Primary Contact Phone Secondary Contact Phone Lender is always diff«ent Allowed Credit Card Options Prompt for Pre-payment? False N/A N/A N/A N/A False Upload False Actions Edit Client Details Set Engagement Instructions Manage Products Manage Wholesale Lenders Manage Email Alerts Manage State Fee Table Manage County Fee Table Set UCDP Credentials Set EAD Credentials Set Client Order Instructions Set EPC Fields Mapping Report Delivery Options View Client Event Log Delete Client Import Invoice Approvers

 

7. You can select a particular State followed by the County in the drop-down menu to set a fee amount for a particular appraisal type for that region. 

MANAGE COUNTY PRODUCT FEES FOR ABCD LENDER Use this screen to set county specific fees for this client. Select a state to continue Client Fee Vendor Fee = Actions Turn Time State Connecticut Product FHA 1004 FHA 203B 1004 Fannie Mae Renovation 1004 FHA 203K County Hartford Order Type Residential Appraisal Residential Appraisal Residential Appraisal Residential Appraisal Fee set? FALSE FALSE FALSE FALSE

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